Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RideNow Group, Inc.RMBL · Entity 6256 | Chief Financial Officer | August 09, 2024 | August 13, 2024 |
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Chief Financial Officer | October 23, 2018 | October 24, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
RideNow Group, Inc.
Report date August 09, 2024 · Filed August 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 57,374 |
Ending reported balance
After 2024-08-09 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-08-09 · Grant · Acquired 14,265 · Balance 14,265 F1: On August 9, 2024, the reporting person received a grant of 14,265 restricted stock units ("RSU") pursuant to the terms of her employment agreeement and calculated based upon the share price of RMBL Class B Common Stock at the conclusion of the second trading day following the Company release of earnings for Q2 2024. Each RSU represents a contingent right to receive one share of RMBL Class B Common Stock. The RSU award was granted under the 2017 Stock Incentive Plan, as amended, and will vest on August 9, 2025, provided that the reporting person remains employed at the vesting date. Row 2 · 2024-08-09 · Grant · Acquired 10,777 · Balance 25,042 F2: On August 9, 2024, the reporting person received a grant of 10,777 restricted stock units ("RSU") pursuant to the terms of her employment agreement and calculated based upon the share price of RMBL Class B Common Stock at the conclusion of the second trading day following the Company's release of earnings for Q2 2024. Each RSU represents a contingent right to receive one share of RMBL Class B Common Stock. The RSU award was granted under the 2017 Stock Incentive Plan, as amended, and will vest ratably over three years on August 9, 2025; August 9, 2026; and August 9, 2027, provided that the reporting person remains employed on each vesting date. Row 3 · 2024-08-09 · Grant · Acquired 32,332 · Balance 57,374 F3: On August 9, 2024, the reporting person received a grant of 32,332 performance-based restricted stock units ("PSU") pursuant to the terms of her employment agreement and calculated based upon the share price of RMBL Class B Common Stock at the conclusion of the second trading day following the Company's release of earnings for Q2 2024. Each PSU represents a contingent right to receive one share of RMBL Class B Common Stock. The PSUs vest when the minimum closing price of RMBL Class B Common Stock remains at or above a minimum closing price for at least 30 consecutive trading days ("Target"), subject to her continuous employment and other terms of the grant. Vesting is one-third of shares at each applicable Target as follows: $12 (3593 shares), $17 (3592 shares), and $22 (3592 shares). This grant was made under the 2017 Stock Incentive Plan, as amended. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Spouse | 2 |
Reported balance
Holding disclosure · report date 2024-08-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2 |
Filing footnotes · ownership attribution and instrument terms
F1: On August 9, 2024, the reporting person received a grant of 14,265 restricted stock units ("RSU") pursuant to the terms of her employment agreeement and calculated based upon the share price of RMBL Class B Common Stock at the conclusion of the second trading day following the Company release of earnings for Q2 2024. Each RSU represents a contingent right to receive one share of RMBL Class B Common Stock. The RSU award was granted under the 2017 Stock Incentive Plan, as amended, and will vest on August 9, 2025, provided that the reporting person remains employed at the vesting date.
F2: On August 9, 2024, the reporting person received a grant of 10,777 restricted stock units ("RSU") pursuant to the terms of her employment agreement and calculated based upon the share price of RMBL Class B Common Stock at the conclusion of the second trading day following the Company's release of earnings for Q2 2024. Each RSU represents a contingent right to receive one share of RMBL Class B Common Stock. The RSU award was granted under the 2017 Stock Incentive Plan, as amended, and will vest ratably over three years on August 9, 2025; August 9, 2026; and August 9, 2027, provided that the reporting person remains employed on each vesting date.
F3: On August 9, 2024, the reporting person received a grant of 32,332 performance-based restricted stock units ("PSU") pursuant to the terms of her employment agreement and calculated based upon the share price of RMBL Class B Common Stock at the conclusion of the second trading day following the Company's release of earnings for Q2 2024. Each PSU represents a contingent right to receive one share of RMBL Class B Common Stock. The PSUs vest when the minimum closing price of RMBL Class B Common Stock remains at or above a minimum closing price for at least 30 consecutive trading days ("Target"), subject to her continuous employment and other terms of the grant. Vesting is one-third of shares at each applicable Target as follows: $12 (3593 shares), $17 (3592 shares), and $22 (3592 shares). This grant was made under the 2017 Stock Incentive Plan, as amended.
WESTWOOD HOLDINGS GROUP INC
Report date October 23, 2018 · Filed October 24, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 16,847 |
Reported balance
After 2018-10-23 transaction · row 1
1 source rowRow 1 · 2018-10-23 · Tax withholding · Disposed 78 · Balance 16,847 F1: 78 shares were withheld by the Company to satisfy a portion of Ms. Kice's tax withholding obligation upon the vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: 78 shares were withheld by the Company to satisfy a portion of Ms. Kice's tax withholding obligation upon the vesting of restricted stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 09, 2024 Filed Aug 13, 2024 15:49 UTC | RideNow Group, Inc. RMBL · Entity 6256 | GrantClass B Common Stock | 32,332 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001596961-24-000090 · wk-form4_1723578567.xml · nonDerivative · entry 3 Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,374 F3 · shares: On August 9, 2024, the reporting person received a grant of 32,332 performance-based restricted stock units ("PSU") pursuant to the terms of her employment agreement and calculated based upon the share price of RMBL Class B Common Stock at the conclusion of the second trading day following the Company's release of earnings for Q2 2024. Each PSU represents a contingent right to receive one share of RMBL Class B Common Stock. The PSUs vest when the minimum closing price of RMBL Class B Common Stock remains at or above a minimum closing price for at least 30 consecutive trading days ("Target"), subject to her continuous employment and other terms of the grant. Vesting is one-third of shares at each applicable Target as follows: $12 (3593 shares), $17 (3592 shares), and $22 (3592 shares). This grant was made under the 2017 Stock Incentive Plan, as amended. F3 · price: On August 9, 2024, the reporting person received a grant of 32,332 performance-based restricted stock units ("PSU") pursuant to the terms of her employment agreement and calculated based upon the share price of RMBL Class B Common Stock at the conclusion of the second trading day following the Company's release of earnings for Q2 2024. Each PSU represents a contingent right to receive one share of RMBL Class B Common Stock. The PSUs vest when the minimum closing price of RMBL Class B Common Stock remains at or above a minimum closing price for at least 30 consecutive trading days ("Target"), subject to her continuous employment and other terms of the grant. Vesting is one-third of shares at each applicable Target as follows: $12 (3593 shares), $17 (3592 shares), and $22 (3592 shares). This grant was made under the 2017 Stock Incentive Plan, as amended. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 15:49 UTC | RideNow Group, Inc. RMBL · Entity 6256 | GrantClass B Common Stock | 10,777 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001596961-24-000090 · wk-form4_1723578567.xml · nonDerivative · entry 2 Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,042 F2 · shares: On August 9, 2024, the reporting person received a grant of 10,777 restricted stock units ("RSU") pursuant to the terms of her employment agreement and calculated based upon the share price of RMBL Class B Common Stock at the conclusion of the second trading day following the Company's release of earnings for Q2 2024. Each RSU represents a contingent right to receive one share of RMBL Class B Common Stock. The RSU award was granted under the 2017 Stock Incentive Plan, as amended, and will vest ratably over three years on August 9, 2025; August 9, 2026; and August 9, 2027, provided that the reporting person remains employed on each vesting date. F2 · price: On August 9, 2024, the reporting person received a grant of 10,777 restricted stock units ("RSU") pursuant to the terms of her employment agreement and calculated based upon the share price of RMBL Class B Common Stock at the conclusion of the second trading day following the Company's release of earnings for Q2 2024. Each RSU represents a contingent right to receive one share of RMBL Class B Common Stock. The RSU award was granted under the 2017 Stock Incentive Plan, as amended, and will vest ratably over three years on August 9, 2025; August 9, 2026; and August 9, 2027, provided that the reporting person remains employed on each vesting date. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 15:49 UTC | RideNow Group, Inc. RMBL · Entity 6256 | GrantClass B Common Stock | 14,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001596961-24-000090 · wk-form4_1723578567.xml · nonDerivative · entry 1 Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,265 F1 · shares: On August 9, 2024, the reporting person received a grant of 14,265 restricted stock units ("RSU") pursuant to the terms of her employment agreeement and calculated based upon the share price of RMBL Class B Common Stock at the conclusion of the second trading day following the Company release of earnings for Q2 2024. Each RSU represents a contingent right to receive one share of RMBL Class B Common Stock. The RSU award was granted under the 2017 Stock Incentive Plan, as amended, and will vest on August 9, 2025, provided that the reporting person remains employed at the vesting date. F1 · price: On August 9, 2024, the reporting person received a grant of 14,265 restricted stock units ("RSU") pursuant to the terms of her employment agreeement and calculated based upon the share price of RMBL Class B Common Stock at the conclusion of the second trading day following the Company release of earnings for Q2 2024. Each RSU represents a contingent right to receive one share of RMBL Class B Common Stock. The RSU award was granted under the 2017 Stock Incentive Plan, as amended, and will vest on August 9, 2025, provided that the reporting person remains employed at the vesting date. Read SEC document |
| October 23, 2018 Filed Oct 24, 2018 21:06 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 78 | $44.49 | $3,470.22 |
DisclosureSEC source: 0001214659-18-006650 · marketforms-43095.xml · nonDerivative · entry 1 Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,847 F1 · shares: 78 shares were withheld by the Company to satisfy a portion of Ms. Kice's tax withholding obligation upon the vesting of restricted stock. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 4,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001606 · marketforms-41171.xml · nonDerivative · entry 2 Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,925 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 925 | $55.92 | $51,726.00 |
DisclosureSEC source: 0001214659-18-001606 · marketforms-41171.xml · nonDerivative · entry 1 Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,275 F1 · shares: 925 shares were withheld by the Company to satisfy a portion of Ms. Kice's tax withholding obligation upon the vesting of restricted stock. Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 20:10 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingCommon Stock | 88 | $68.27 | $6,007.76 |
DisclosureSEC source: 0001214659-17-006150 · marketforms-39992.xml · nonDerivative · entry 1 Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,200 F1 · shares: 88 shares were withheld by the Company to satisfy a portion of Ms. Kice's tax withholding obligation upon the vesting of restricted stock. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:48 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 3,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001464 · marketforms-38088.xml · nonDerivative · entry 2 Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,288 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:48 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingcommon stock | 571 | $61.63 | $35,190.73 |
DisclosureSEC source: 0001214659-17-001464 · marketforms-38088.xml · nonDerivative · entry 1 Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,434 F1 · shares: 571 shares were withheld by the Company to satisfy a portion of Ms. Kice's tax withholding obligation upon the vesting of restricted stock. Read SEC document |
| October 21, 2016 Filed Oct 21, 2016 21:25 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Tax withholdingCommon Stock | 175 | $50.26 | $8,795.50 |
DisclosureSEC source: 0001214659-16-014168 · marketforms-36536.xml · nonDerivative · entry 1 Kice Tiffany B. · CIK 0001503767 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,005 F1 · shares: 175 shares were withheld by the Company to satisfy a portion of Ms. Kice's tax withholding obligation upon the vesting of restricted stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.